Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
We understand your financial needs are not always the same! Choosing the right financial advisor in Encino is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Encino & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Encino, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 11 vetted financial advisors and non-vetted financial advisors in Encino, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Encino, California have an average of 17 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
SB CAPITAL MANAGEMENT, INC. 6345 Balboa Blvd., Building 4, Suite 375 Encino, CA, 91316 | 126826 | $982,749,135 | 1315 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (ADVISORY REFERRAL FEES) |
NAVALIGN, LLC 15910 Ventura Blvd, Suite 1605 Encino, CA, 91436 | 119919 | $438,656,195 | 1516 | A Percentage of AUM, Hourly charges, Fixed Fees |
HAMILTON WEALTH, LLC 16000 Ventura Boulevard, Suite 610 Encino, CA, 91436 | 289462 | $368,364,686 | 787 | A Percentage of AUM |
PORTFOLIO DESIGN LABS, LLC 15760 Ventura Blvd, Suite 1700 Encino, CA, 91436 | 318127 | $178,453,267 | 209 | A Percentage of AUM, Performance Based |
WILLNER & HELLER LLC 15760 Ventura Blvd, Suite 2026 Encino, CA, 91436 | 135406 | $118,727,474 | 380 | A Percentage of AUM |
GOODSTEIN WEALTH MANAGEMENT LLC 15760 Ventura Blvd., Suite 1520, Encino, CA, 91436 | 282910 | $100,571,658 | 416 | A Percentage of AUM, Hourly charges, Fixed Fees |
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